Consilio Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 89,051 shares of IJR stock, worth $10.7 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
89,051
Previous 89,696
0.72%
Holding current value
$10.7 Million
Previous $10.5 Million
2.19%
% of portfolio
4.2%
Previous 4.33%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,593Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.36 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.72 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.94 Billion0.44% of portfolio